Component

    Xpand CRM

  InfusionSoft

   Salesforce

    Sage/      

  SalesLogix

        SAP

Cost per User per Mo.

$69

$60

$125

$69

$149

SFA Features

Lead, opportunity, and pipeline management and custom distribution based on geography

Lead routing and distribution

Lead and opportunity management

Pipeline management and analysis

 

Opportunity and pipeline management

 

Sharing of permissions to facilitate team selling

Company and individual pipeline reports

 

 

Calendar and task management

 

Custom calculations for sales forecasting

Lead state and status reports

 

 

Sales analytics and forecasting

 

Bi-directional email integration for all incoming and outgoing messaging

Call-log reports and statistics

Office integration

Sales forecasting

Centralized account and contact information

 

Integrated hierarchy for unique relationships between your company and its customers including territory management

Lead tracking

Territory management

Point and click reporting and analysis

Office integration

 

Mobile device access

Mobile device access

 

 

 

 

User specific dashboards upon start of day

 

Account and contact management

Territory management

Quotation management

 

Visual mapping of customers with street views

 

Approvals and workflows

New and existing account management

Support for multiple languages and currencies.

 

Mapping of service vehicles’ locations via GPS

 

Analytics and forecasting

 

 

 

Integrated driving directions

 

Document and contract management

 

 


 

Component

XpandCRM

InfusionSoft

Salesforce

Sage/ SalesLogix

SAP

 

Single view of all customers on pin-point map

 

Product catalog

 

 

 

Customizable product and service catalogues

 

 

 

 

 

Integrated email merge for customizable templates

 

 

 

 

 

Mail merge for customizable contracts, quotations, work orders, invoices, and related document management

 

 

 

 

 

End-consumer access to trouble tickets, work orders, invoices, and related documents with auto push email of status

 

 

 

 

 

Customizable sales reporting per business requirements

 

 

 

 

 

One-click quick call update for all sales activities with result codes for next step routing/ actions

 

 

 

 

Service & Support Features

Agent console

Centralized customer-support management

Agent console

Real time access to customer data

Service analytics

 

Customer history data

Automated ticket status and actions

Call scripting

Centralized customer data

Ticket escalation and distribution

Component

Xpand CRM

InfusionSoft

Salesforce

Sage/ SalesLogix

SAP

 

Email management

 

Email management

Customer-history data

Customer service features

 

Asterisk phone system integration

 

CTI integration

Knowledge base

Help desk support

 

Case and activity management

 

Knowledge management

Service agreement management

 

 

Integrated calendars for all field service personnel

 

Case and activity management

 

 

 

Auto-notification of changes to service dates

 

Resolution and activity analytics

 

 

 

Customizable Auto push of work orders, invoices, etc within XX days prior to service / post service

 

Self-service customer portal

 

 

 

Quickbooks integration for billing, AR/AP

 

 

 

 

Marketing Features

Campaign management with integration into customer interaction activity

Create and store marketing pieces

Campaign management

Assign, schedule, and track campaigns

Campaign management

 

Email marketing

 

Email marketing

Advanced email management

Lead management

 

Lead and list management

 

Email auto-responder

Outbound call management

Marketing analytics

 

Customizable workflows and automation

 

Search-based marketing

Real time access to prospects and campaigns

 

 

Marketing strategy support by sales channel

Market via email, fax, direct mail, phone and tasks

Lead and list management

Targeted and criteria-based list management

 


Component

Xpand CRM

InfusionSoft

Salesforce

Sage/ SalesLogix

SAP

 

Multi-media campaign support

Automated distribution of marketing pieces

Workflow automation

 

 

 

 

Build multistep and multimedia campaigns

Analytics and dashboards

 

 

 

Automated scripting to populate new leads and contacts from company websites

Web forms

 

 

 

 

ROI tracking at campaign level

Campaign reports and ROI

 

 

 

 

 

E-commerce and web-site tie-in